Zoho Community Digest Jan 2026 Part 1

Zoho Community Digest Jan 2026 Part 1




Hello Everyone!

Staying in the loop with Zoho's latest product updates and features across the vast Zoho Community Forums can be a real challenge. We get it. With over 50+ applications, each with its dedicated forum, it's easy to miss out on important developments.

That's why we're thrilled to introduce the Zoho Community Digest, your go-to source to get ahead of the curve in a few minutes! Every two weeks, we'll provide you with need-to-know updates from across the various Zoho product Forums, making it easier to stay informed about what's happening in the Zoho Community.

So, what are you waiting for? Discover the latest updates!


This edition also brings you a special 2025 Year-End Roundup from across the Zoho ecosystem. Catch the biggest moments of 2025 from Zoho CRM, explore Bigin’s milestone releases and 2026 roadmap, and get a panoramic view of how these products evolved over the past year. Additionally, we've included summary highlights for Zoho Sprints, Zoho Projects Plus and Zoho Social, along with dedicated year-end updates for Zoho Desk and the Zoho Desk Mobile app.




Zoho One:

Zoho One enters 2026 with the major ZO25 Refresh, introducing a cleaner Spaces UI with a universal Action Panel for cross-app tasks and a redesigned Dashboard 2.0. A standout addition is the highly anticipated Unified Client Portal, which finally brings all customer interactions from invoices to support tickets into one centralized and secure login. The update also adds Quick Nav for ecosystem-wide search alongside powerful admin tools like multi-user app assignment, BYOK security, anomaly detection, and more. Dive into the full post to take the complete upgrade tour and see these features in action.




Zoho CRM:

The Zoho CRM Community Digest brings key highlights from the community, including product updates, Kaizen posts, developer discussions and practical solutions shared by members and experts. Highlights include features like Map View, Zia's Formula Expression Generator, VoC Enhancement and improved email customization, along with discussions covering task reminders,COQL queries, and workflow automation. Dive into the digest post to explore these updates and community highlights

Bigin:

Bigin’s Products module now supports full workflow automation, helping teams eliminate repetitive manual updates and react faster to stock changes. Instantly automate alerts, field updates, and record assignments based on custom triggers like low inventory levels. The update also introduces a dedicated product Timeline to track every data change in one clean view, and Tasks support for managing follow-up activities. Explore this post to see how these enhancements can strengthen your product operations.




Zoho Workplace:

Trident for Mac now adds deeper inbox security with quarantined email control, sender blocking, spy-pixel detection, and smart warnings for suspicious emails. These updates help admins and users stay protected against phishing and unwanted tracking. The addition of admin-level quarantine reviews further streamlines how organizations handle potential threats.Dive into the full post to explore how each safeguard works in detail.

Zoho Mail:

You can now set different out-of-office responses for internal teammates and external contacts, and also control how often auto-replies are sent to the same recipient with customizable response intervals. Update the Zoho Mail app to the latest version to access these granular messaging options, Check out the full post to see how this gives you better control over your away messages.

The Zoho Mail Android app now brings smoother calendar management with handy enhancements. You can drag and drop events to reschedule, quickly extend or shorten duration with circle handles, and enjoy a refreshed add/edit event UI. The update also adds support for multiple reminders, custom recurrence patterns, flexible deletion of recurring events, and easy meeting setup with Zoho Meeting, Zoom, or Microsoft Teams. Update the app to explore these new features and checkout the full post for more details.

Zoho Sheet

Zoho Sheet rolls out new ways to collect, organize, and collaborate on data. These include multi-select picklists, built-in forms, approval workflows, final-version locking, richer email notifications, and bigger sheet limits. Together, these updates make spreadsheets easier to manage and more collaboration-friendly. Explore the post to see how each feature fits into your workflow.




Zoho Sign:

Zoho Sign now handles the delivery of physical e-stamped papers received from its integration partner. These documents are couriered every three months to the mailing address configured in your Zoho Sign account. To avoid delivery issues or loss of documents, ensure your contact and address details are up to date in your account settings. Read the post to understand delivery timelines and what happens if papers go undelivered.

This update brings smoother cross-border identity verification and stronger recognition of electronic signatures across Europe. Zoho Sign supports eIDAS 2.0 through partnerships with Qualified Trust Service Providers to offer qualified e-signatures, ensuring your documents carry the same legal weight as handwritten ones. The update also includes country-specific legality resources to help you navigate local requirements. Take a quick look at the full post to see what’s changed and how it affects your signing workflows.

Zoho Sign now offers a Sandbox environment that lets admins safely test document workflows and automations before moving them to production. Available on request for the Enterprise edition, the isolated setup provides a dedicated space to experiment without any risk to your live data. Check out the full post to learn how to set up and start using the Zoho Sign Sandbox to refine your signing process.

Zoho Contracts:

Contract requests just got a whole lot easier. With Intake Forms, teams can raise structured contract requests through a simple form, ending the need for back-and-forth emails. Submissions automatically create the contract, generate the document, and notify the right owner instantly. Dive into the full post to see how Intake Forms streamline contract intake from request to creation.




Zoho Projects:

Zoho Projects is now officially integrated with Microsoft Intune, bringing enterprise-grade security and management to your mobile workflows. With Intune MAM support, IT admins can enforce tighter controls like restricting file uploads and sharing to approved apps, managing cut/copy/paste access, and enabling app lock for extra protection. The app is now listed as an Intune Partner App. Check out the full post to explore everything this integration unlocks.




Zoho Desk:

Zoho Desk now connects with Zoom Meeting, giving support teams an instant path from ticket to real-time conversation. Agents can launch or schedule Zoom calls right inside a ticket, collaborate on complex issues, and guide customers through detailed troubleshooting without switching apps. Every meeting is automatically logged with duration, participants, and recording links, helping teams maintain a clear communication history and deliver more personalized support. Take a look at the full post to see how this integration elevates customer collaboration.

User mapping in Sandbox is now smarter when copying agents from the production environment. If the same role and profile exist, users retain them automatically. If not, they’re mapped to default roles to ensure uninterrupted access. This helps Sandbox closely reflect production and reduces manual reassignment. Dive into the full post to understand how the new mapping works and what changed after January 2, 2026.

The latest Zoho Desk Android update introduces a new table view for the All Departments ticket list, with column-wise sorting for faster scanning. You can also now use custom buttons directly from mobile, bringing web actions to your on-the-go support workflows. Explore the full post to see how these updates improve mobile ticket handling and keep your support team productive.

Zoho Bookings:

You can now personalize your Zoho Bookings pages using Custom CSS to match your brand’s design. Upload your own CSS to style fonts, colors, spacing, and layouts, with the same look applied even when pages are embedded on your website. Dive into the full post to see how to style your booking pages your way




Zoho Flow:

Zoho Flow now supports SAP Business One, making it easier to automate workflows between SAP B1 and your connected apps without custom code. Teams can streamline routine processes and reduce manual effort across systems. Explore the post to see supported actions, use cases, and setup details.

Zoho Creator:

Zoho Creator has enhanced the Developer Console with trial and subscription licensing for privately shared apps, giving developers better control over app distribution. It also adds environment support for installed apps, allowing clients to perform safer testing in staging environments before publishing to production. Take a look at the post to learn more.


That's a wrap! We'd love to hear from you!

Which of these updates or year-end highlights is the biggest game-changer for you? Drop a comment below and let us know.

We hope these updates help you get the most out of your Zoho tools. Keep an eye out for our next edition, where we’ll dive into the second half of January’s releases.


    • Sticky Posts

    • Zoho Community Digest - July 2026 | Part 1

      Hello everyone! Keeping up with everything across the Zoho ecosystem is a lot, so we're bringing back the Zoho Community Digest, now weekly. Each week we round up the need-to-know announcements from the Zoho Community Forums, four editions a month, so

    • Zoho Community Digest : Jan 2026 | Part 1

      Hello Everyone! Staying in the loop with Zoho's latest product updates and features across the vast Zoho Community Forums can be a real challenge. We get it. With over 50+ applications, each with its dedicated forum, it's easy to miss out on important

    • Thanksgiving 2022 - Celebrating Zoho Community SuperBuds

      One of the things we love most about our Zoho User Community is how readily our users help each other out, and share their Zoho and business knowledge. Be it the community forums, the virtual and in-person meetups, or Zoholics, it's been heart-warming

    • ZOHO-20 to fight COVID-19

      While the world economy is taking a hit, we, at Zoho, are doing our bit to help small businesses come out of this crisis. Here are all the programs and packages offered by Zoho to fight Covid-19. 1. ESAP: The Small Business Emergency Subscription Assistance Program (ESAP) gives our severely impacted small business customers access to Zoho software they currently use, free for three months. All Zoho customers with 25 employees or fewer who have been severely impacted by the coronavirus-related downturn

    • ​Issues with Forum posts approval in Zoho Community

      Hi All, Issue: Some of you have reported that the posts/comments made today are going for moderation. The issue started few hours ago, and the behaviour was reported in CRM and Creator Forums by a few customers/partners. We were able to see the same problem in a few other product forums too. How it impacts you: Don't worry if you find that your posts and comments are stuck in moderation. Your posts/comments are safe. Please don't duplicate them. We're keeping a tab on the development and approving

    • Recent Topics

    • [Webinar] Conversational AI: The new paradigm for agentic analytics

      From hard coding to powerful agents, data and analytics is undergoing a tectonic shift, and conversational agents are at the forefront of this transformation. This goes beyond democratizing business intelligence; it's about accelerating the path from

    • Setting checkbox value on template in Sign from Creator

      Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • How to Delete, Disable, or Remove Streams from the Mail App?

      Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts

    • Remove the mandatory Name Card buttons (or at least make them optional)

      Please remove the mandatory Name Card buttons (or at least make them optional) A recent change to the Name Card in Zoho SalesIQ (currently affecting WhatsApp) introduced mandatory buttons before a visitor can provide their name. I believe this change

    • Zoho Wont Login

      Can anyone tell me why my password stops logging in all the time? Is it a ploy to make you change your password? I have to use OTP all the time. I dont want to change passwords all the time. Over the last couple of years I've found myself using Zoho (as

    • Frustrated with Zoho Assist QuickSUpport

      Trialling Zoho Assist and I have a variety of clients. A lot are computer illiterate. Some have poor vision. The current support sessions are using apps which have desktop icons for the appropriate apps. I either connect on demand then the client approves

    • What's New in Zoho Inventory | April & May 2026

      Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated

    • Gemini Action - Add "inineData" Support

      Thank you guys for adding a Gemini action. I like Gemini models for the "grunt work" of AI, as they have the cheapest tokens of the trustworthy providers One thing that's missing in the action, though, is the ability to pass file data. If you pass a base64-encoded

    • HR Helpdesk Cases

      We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Zoho CRM Copilot Connector

      Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we

    • Zoho Projects - Will there ever be a send email feature in Zoho Project?

      Hi team, Are there plans to or will there ever be a sendemail feature in Zoho Projects, brining it in line with other similar platforms like Asana, ClickUp and Monday? I know that you can add comments via email to a specific task, but I believe this only

    • Introducing Microsoft Word Integration in Zoho Contracts

      We are excited to announce a new feature that brings contract authoring and negotiation in your familiar environment — the Microsoft Word Integration. What This Integration Brings The Microsoft Word Integration connects Zoho Contracts with the Microsoft

    • Share Video Response Card ion Zobot

      I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?

    • Customer image field

      I created a custom image field for estimates, and it works as expected. The only issue I have is that I want to be able to place the custom image field in the estimate invoice. Is there a way I can do that, the field does not give the option to display

    • Sub Folders

      It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this way 

    • Goals API - Zoho People

      Hi Team, I would like to get the API details for retrieving organisation-wise Goals from Zoho People. Currently, I am able to retrieve individual employee goals using the following API: https://people.zoho.com/api/v3/performance/goal/{emp_id} However,

    • Question and responses disapear

      I have a form where several people have had issues where the questions, responses or submission simply disappear when trying to complete the form. It seems to be random with no pattern of question, browser or OS. Hopefully there is a fix in the platform

    • Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

      Hi, Now when I try to reply to an email, I see the Unable to send message;Reason:553 Relaying disallowed. Invalid Domain voicemessagedownloader.com error. I tested sending an email when I set it up in the past and it worked. I have checked the Zoho Organization

    • Guide customers to the right booking page with routing forms

      Greetings from the Zoho Bookings team! We're excited to introduce Routing Forms in Zoho Bookings. Routing forms let you collect information from customers before they schedule an appointment and automatically direct them to the most appropriate booking

    • Analytics Dashboard User Filters Default Value

      User Filters on Dashboard do not allow Unknown to be set as a default filter value. I have to include NULL values in my dashboard among other values but I can't include NULL/Unknown by default in Dashboard User Filters.

    • Horrible download speed

      Using a trial of Zoho Assist and downloading a 316 MB file on a 500/500 fibre connection to a remote computer on the same network took 7 mins to complete. On AnyDesk it took 1 min or so.

    • How to Backup Zoho to PST?

      I'm looking for a simple way to backup Zoho Mail emails to PST format. I tried the IMAP method with Outlook, but it seems slow and complicated for large mailboxes. I need a solution that can: Export Zoho emails to PST Preserve attachments and folder hierarchy

    • Zoho Books | Product updates | August 2026

      Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,

    • Action required: WhatsApp now uses BSUID as the primary identifier

      Important If your support team uses WhatsApp to engage with customers, there is an important platform change you need to know about. BSUID support is now mandatory for all WhatsApp Business Platform partners and businesses. WhatsApp is introducing usernames,

    • Tip #83- Give Customers a Faster Way to Reach You with the Quick Support Plugin – 'Insider Insights'

      Hello Zoho Assist Community! Think about the last time a customer needed urgent support. They emailed in, waited for a response, got a session link, couldn't find it in their inbox, called back, and by the time the session actually started, a good chunk

    • Final Notice: Migrate Your ASAP Mobile SDK by August 31

      Alert August 31, 2026 is the deadline. After this date, older ASAP Mobile SDK versions will no longer work with the ASAP Help Widget. If your app hasn't been migrated to a supported SDK version, users will no longer be able to access the ASAP Help Widget

    • Approval Process configuration is now more flexible and fully customizable

      Hello everyone! Zoho CRM's Approval Process is back with a better user experience that makes it easier to add rules to your processes. This enhancement includes some UI updates that help you create highly structured approval stages—and more. Let's look

    • Kaizen #255 - Building a Real-Time Operational Dashboard with Zoho CRM Queries

      Hello Everyone, Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. In the previous Query Kaizens, we explored how Queries can retrieve CRM data, invoke REST APIs, and even update CRM

    • 【Zoho CRM】キオスクに「ループ機能」が追加｜同じ処理を繰り返し実行可能に

      ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 Zoho CRMのキオスクに、同じ処理を繰り返し実行できる「ループ機能」が追加されました。 これまでは、同じ処理を複数回実行したい場合、同じ設定を繰り返し作成する必要がありました。 ループ機能を使うと、処理を一度設定するだけで、指定した回数や 取得したデータ数に応じて自動的に繰り返すことができます。 目次 ループ機能とは 設定方法 注意点 1. ループ機能とは ループ機能を使うと、キオスク内の画面や処理を指定した条件に応じて繰り返し実行できます。

    • Es posible cambiar el lenguaje de los modulos del ASAP?

      Es posible cambiar el lenguaje de estos textos? Tengo Zoho configurado en español pero aun así me muestra estos textos en ingles:

    • Where do I edit the "Welcome to [portal name]" message

      I am looking for a way to edit the "Welcome to" part of the message that is seen on the landing page (ex: https://help.zoho.com/portal/en/home). When I use the French interface, it doesn't make sense... I want to change it from "Bienvenue chez" to" Bienvenue au". Thanks!

    • Zoho ERP | Product updates | July 2026

      Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

    • Automate Backups

      This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

    • Shared Snippets Everyone

      Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There

    • Remove "Subject" as a required field on quotations

      Not sure why, but Zoho has made 'Subject' a system defined required field. I'm not entirely sure why subject would be required as a key field (i.e. you cannot deactivate it or change it from required). It doesn't make much sense on many product quotations,

    • Displaying only unread tickets in ticket view

      Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

    • Best way to setup Inventory bin tracking for products with multiple boxes/crates

      Hi - we need some advice from the community on setting up Items in the Inventory for products with multiple crates. We have large products in our warehouse where the product is delivered as two large (double pallet) crates. We've setup the Items for these

    • Next Page